Hantzmon Wiebel Llp Profit Sharing Plan — Form 5500 plan (Hantzmon Wiebel Llp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hantzmon Wiebel Llp Profit Sharing Plan is a benefit plan reported by Hantzmon Wiebel Llp under EIN 54-0618213 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $31,626,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hantzmon Wiebel Llp
- EIN
- 54-0618213
- Plan number
- 001
- Plan type
- 2
- Location
- Charlottesville, VA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $31,626,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20250806145653NAL0002917153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,626,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,626,735
- Net assets (BOY)
- $27,369,487
Income & contributions
- Employer contributions
- $776,112
- Participant contributions
- $696,032
- Total contributions
- $1,550,328
- Total income / additions
- $5,681,915
Expenses & distributions
- Benefits paid
- $1,357,178
- Administrative expenses
- $67,489
- Total expenses
- $1,424,667
- Net increase / (decrease)
- $4,257,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $67,379 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Wealth Mgmt. | SERVICE PROVIDER | $0 | $35,000 | 2023 |
| Actuarial Benefits & Design Company | TPA | $0 | $14,286 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hantzmon Wiebel Llp
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Charlottesville, VA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Northwestern Mutual Wealth Mgmt. — Schedule C compensation
- Actuarial Benefits & Design Company — Schedule C compensation